Projects
Each engagement is split into stages, with its deadlines, deliveries and conversations. You can see where a file stands without having to ask.
Stratedge OSDesigned in France, hosted in Europe
Stratedge OS
Management software for SMEs and professional firms. Projects, clients, documents, quotes and invoices sit in one tool, with a dashboard updated every morning from the software you already use. From €250 excl. VAT per month, with a 14-day free trial.
We use it every day for our projects, our invoices and our client spaces.
Stratedge OS
Modules
DashboardProjects8ClientsClient spacesDocumentsInvoices3MetricsAI agents
Your modules
Instant quotesSite trackingAdd a brick
VPValentin P.Owner
Hello, Valentin.
4 enquiries to qualify8 projects on track1 overdue invoice
Signed this month
0186 400 €
▲ 18 %
Incoming enquiries
0242
▲ 12 %Projects on track
038/9
▲ 4 %Cash runway
0411 wks
▼ 3 %Revenue
Last 12 months
MonthQuarterYear
JanMarMayJulSepNov
Activity
- Quote #217 accepted by Cabinet Valmy09:12
- AI agent qualified 6 enquiries09:41
- Invoice #1082 paid · 7 800 €10:05
- New document in Ardan space10:26
Active projects
All projects →- Client portalCVCabinet Valmy78%On track24 000 €
- Sales dashboardGAGroupe Ardan45%On track18 500 €
- E-commerce revampMLMaison Lioré92%Review31 200 €
The Stratedge OS home screen, shown here with demo data: revenue signed this month, incoming enquiries, projects on schedule and cash position.
Product
The modules
Each module works on its own, and they all share the same data: a client entered once shows up in their projects, quotes and invoices. You switch on the modules you need and add the others later.
Metrics
Revenue, work in progress, cash and incoming enquiries, updated every morning. It is the first screen you see when you sign in.
Clients
One record per client, with conversations, decisions, quotes, invoices and documents. Before a meeting, the whole history fits on one page.
Shared client spaces
Your clients follow progress, upload their documents and approve each stage in their own space, instead of emailing you.
Documents
Every file sits in the client or project folder, with its successive versions. You find it without searching, even two years later.
Invoices
Your quotes and invoices are imported and linked to the right client and project. Payments are tracked and late ones chased. You keep issuing invoices in your usual software.
In practice
A day with Stratedge OS
Five moments in a typical day, from 8:30 am to 6 pm.
8:30 am
The morning cockpit
The screen shows revenue for the month, cash, enquiries that arrived overnight and projects running late. In a few minutes, you know what to deal with first.
9:15 am
An enquiry already sorted
A prospect wrote at 7 am. The agent filed the enquiry and drafted a reply, which you review before sending.
11 am
A quote in fifteen minutes
You start from your templates, your prices and the client record. The quote goes out and comes back signed online, with no detour through Word or a scanner.
3 pm
Client-side follow-up
Your client opens their space, sees where the project stands, uploads the missing document and approves the stage, without you having to write to them.
6 pm
Evening follow-ups
Overdue invoices, missing documents, meetings to confirm: the agent sends the reminders and keeps a record of each one.
Architecture
A base
and modules
The base is the same for all our clients: accounts, roles, documents, invoice tracking and metrics, working from day one. We add your modules to it, taken from our catalogue or built for your line of work. A custom module does not change the base, which keeps receiving our updates.
Express quotesJob-site trackingAppointment bookingSupplier portalDocument signingRecurring ordersYour business module
The base
Accounts, roles, documents, invoices and metrics. We update it every week, for all our clients at once.
The modules
Catalogue modules are switched on in a few days: express quotes, job-site tracking, a supplier portal. The others are built for you.
The result
Software fitted to your line of work in a few weeks, because the base already exists.
The data flow
Your tools, connected
Your tools
Accounting & invoicingBankCRM & salesE-commerceSpreadsheets & filesEmail & calendar
Stratedge OSAPI
What comes out
Cockpit & metricsAlertsAI agentsClient spacesExports & API
At kick-off, we import your history: clients, quotes, invoices and documents. On the first morning, your files are already there.
- 01
Connect
We connect your accounting, bank, CRM, spreadsheets and calendar once and for all. The data flows in by itself, and nobody has to re-key it.
- 02
Consolidate
The data is gathered and cleaned. Each metric has a written definition, so the whole team talks about the same number.
- 03
Steer
The dashboard, alerts and AI agents work from this data. Decisions stay yours, and every action is recorded.
AI agents
Automation and human approval
Stratedge OS agents handle the repetitive work: sorting incoming enquiries, preparing documents from your templates, sending reminders, summarising a file before a meeting. Sensitive actions wait for your approval, every action is recorded, and you can stop an agent at any time.
- Incoming enquiries arrive sorted, with a suggested reply
- Documents are prepared from your templates, ready to review
- Reminders go out on the deadlines you set
- Nothing sensitive goes out without your approval, and everything is recorded
Agents · activity
- 09:12Enquiry qualified
- 09:18Document draft prepared
- 09:31Follow-up scheduled
- 09:44Quote above thresholdYour approval
Illustration of the agent activity feed.
Trust
Security and hosting
Your data is hosted in the European Union and encrypted, both in transit and at rest. Each access depends on a role, leaves a record and can be withdrawn at any time.
Hosted in Europe
Your data is stored on servers located in the European Union.
Need-to-know access
Everyone sees only what concerns them: by role, by team, by project.
Your data is yours
You can export everything at any time, and take everything with you if you leave.
Internal use
We use it ourselves
We first built Stratedge OS for ourselves. Our projects, our invoices and our clients' spaces are run in it every day, and every new version runs in-house before it reaches you.
- Our projects and deliverables are tracked in it
- Our quotes and invoices are linked to each client in it
- Our own clients' spaces are open in it
You get the same tool we use every day.
Getting Stratedge OS
Deployment
We set Stratedge OS up with your modules and your connectors, using the vocabulary of your trade. Allow a few weeks between the demonstration and going live.
The Stratedge appNew
Your client space on your phone, with a notification when a project moves.
- 1
A demonstration on a video call
Thirty minutes with a Stratedge expert to see the software on cases close to yours and check that it suits you.
- 2
A tailored deployment
We connect your tools, import your history and train your teams on their real files.
- 3
Continuous improvements
Every new version reaches you with the subscription, with no migration project.
Essential and Team can be subscribed online. You can also start with the demonstration, to choose the plan and the connectors with us.
Three plans, on subscription
Essential
14-day free trial€250 excl. VAT per month
Up to 3 users
- Projects, clients, documents, tracking of imported quotes and invoices
- Core indicators, updated every morning
- Full export of your data at any time
Set-up €1,500 excl. VAT
Try it free for 14 daysTeam
14-day free trial€450 excl. VAT per month
Up to 10 users
- Everything in Essential, plus client spaces
- Standard agents and connectors
- Support within 72 working hours
Set-up €1,500 excl. VAT
Try it free for 14 daysFirm and group
€900 excl. VAT per month
Unlimited users, several entities
- Everything in Team, plus the partner view for adviser partners
- Custom connectors and history import
- Quarterly review with us
Deployment from €6,000 excl. VAT
Request a demo
Essential and Team come with a 14-day free trial: nothing is charged before the trial ends. The subscription is then billed monthly, with a twelve-month commitment and month to month after that. If you stop, your data leaves with you. Custom modules (screens, connectors, agents) are built as Sprints, from €6,000 excl. VAT.
White label
Stratedge OS under your name
Your clients sign in to a space under your name, with your logo and your colour, and your team works in a console that looks like you. Prices stay those of the plans above.
Explore the white label- Sign-in page, client space and emails in your brand
- Installable app with your name and your icon
- Data kept apart from other companies, hosted in Europe
Frequently asked questions
The base is shared by all our clients, but each one gets their own modules and connectors. You get software fitted to your line of work without having it built from scratch.
Yes, that is what it is for. Your tools stay in place: Stratedge OS connects to them and picks up their data.
A few weeks, to connect the tools, import the history and train the teams. You start using it before the deployment is finished.
Essential costs €250 excl. VAT per month, Team €450 and Firm and group €900. On top comes a €1,500 set-up for Essential and Team, or a custom deployment from €6,000 excl. VAT for Firm and group. Specific modules are built as Sprints, at a price fixed in advance.
Essential and Team can be tried for 14 days without paying anything. You subscribe online, we contact you within 72 working hours to get started, and you work on your own files. If you stop during the trial, nothing is charged. Otherwise, the first invoice covers the first month and the set-up.
Your data is yours. You can export all of it at any time during the subscription, and you take it with you when you leave.
Advisers
Partner firms
Are you an accountant, lawyer, broker or consultant, or do you run an incubator or a business network? Offer Stratedge OS to the business owners you support who still run their business on spreadsheets. We handle the demonstration, set-up, training and support. You follow your clients from your partner space, and you earn a commission every month for as long as they stay subscribed.
See the partner programme- 20% of the amount excl. VAT of your clients' subscriptions, every month, for as long as they stay subscribed
- 10% of the amount excl. VAT of their first project with us
- A partner space under your name and a co-hosted webinar every quarter
- No exclusivity and no minimum volume
A demonstration on your cases
Thirty minutes on a video call with a Stratedge expert, on cases close to yours. You can also open the public preview right now, with no sign-up.
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